Team

Comprehensive Advice with Accountability

The people at BPU understand that your decisions about money are about much more than numbers. These decisions require the careful judgement that comes with education, experience, empathy, and accountability.

Each and every member of our team is held accountable to BPU’s code of ethics and our industry’s strict regulatory standards. Our Chartered Financial Analysts, Attorneys, Accredited Investment Fiduciary Analysts™, and CERTIFIED FINANCIAL PLANNER™ Professionals must not only satisfy financial industry suitability standards and regulations but also the ethics and competency standards of their respective professional governing bodies.

They are all professionals yet they are people who listen well and bring their personal experience and the collective experience of their clients to you.

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Sheyna Anderson

Newlin Archinal

John Baker

William Berkowitz

Justin Brahim

Jason Brahim

Paul Brahim

Anita Buerkle

W. Lawrence Bush

Mark Ceraso

Daniel Dunlap, III

Michael Fetterolf

Ethan Greek

Michael Haley

Rebecca Haugh

Kimberly Milburn

Bonnie Paterson

Ilene Hurwitz Schwartz

Robert Standish

Daniel Unkovic

Robert Unkovic

Devan White

Sandie Zarewczynski

Team

Comprehensive Advice with Accountability

The people at BPU understand that your decisions about money are about much more than numbers. These decisions require the careful judgement that comes with education, experience, empathy, and accountability.

Each and every member of our team is held accountable to BPU’s code of ethics and our industry’s strict regulatory standards. Our Chartered Financial Analysts, Attorneys, Accredited Investment Fiduciary Analysts™, and CERTIFIED FINANCIAL PLANNER™ Professionals must not only satisfy financial industry suitability standards and regulations but also the ethics and competency standards of their respective professional governing bodies.

They are all professionals yet they are people who listen well and bring their personal experience and the collective experience of their clients to you.

The products and services described in this website are for U.S. residents only. The products and services offered within this site are available through our financial advisors. BPU financial advisors may only conduct business with residents of the states for which they are properly registered. Some products and services mentioned may not be available in all states or to all clients. Brokerage, investment and financial advisory services are made available through BPU.